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QCOMQUALCOMM Incorporated
$198.27$208.2B
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QUALCOMM Incorporated (QCOM) Research Brief

Wall Street consensus, price target range, and equity research thesis

Hold69 Analyst Coverage
Consensus Target
$204+3.1% Upside
Current: $198.27
Analyst Range
Low $120High $400
12-Month High/Low Spread
Ratings Mix
30 Buy·34 Hold·5 Sell
Earnings & Valuation
EPS Miss 0.9%
Forward P/E: 18.8x

Executive Summary & Research Take

Wall Street currently rates QCOM hold with a 12-month price target of $204 (+3.1% upside). The sections below cover the bull case, key risks, and latest earnings context for QUALCOMM Incorporated.

Recent Analyst Actions

QCOM Analyst Upgrades & Price Target Changes

1 of 1 analysts raised targets. Recent price target changes and ratings for QCOM.

Updated Jun 2026
FirmActionRatingPrice Target
Wells FargoRaisedEqual-Weight$160$230

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Analyst Research Summary

Investment Thesis: Bull Case & Risk Factors

A structured look at the bull case, the risks, and the most recent earnings execution for QCOM.

Current setup

QCOM missed estimates last quarter. Below are the key reasons analysts remain constructive and the risks that could change that view.

Bull Case

What keeps the long thesis intact

  • AI and Data Center ExpansionQualcomm has secured a 'leading hyperscaler' as a client for custom silicon, with shipments expected to begin in Q4 2026, validating its competitive position in the data center market.
  • Automotive and IoT GrowthThe automotive business has reached a $5 billion annualized run rate, while the IoT segment, including AI laptops, is also showing growth.
  • On-Device and Edge AIQualcomm's Snapdragon platforms are positioned as key growth drivers for on-device and edge AI across smartphones, PCs, and IoT devices.
  • Strong Capital ReturnsThe company has announced a $20 billion stock buyback plan and continues to increase its quarterly dividend, reflecting a commitment to shareholder value.
  • Valuation DiscountQualcomm shares are trading at a forward P/E ratio of around 18x, with some analyses suggesting a fair value of up to $300.00 per share.

Wall Street rates QCOM hold, giving the bull case institutional backing from 69 analysts.

Watch Out For

What can break the setup quickly

  • Smartphone Market HeadwindsQualcomm faces challenges in the smartphone market, including a global DRAM shortage and a decreasing percentage of iPhones supplied with its modems, expected to be none by 2027.
  • Geopolitical RisksTensions between the US and China could negatively impact Qualcomm's addressable markets and licensing revenue.
  • Competition and Margin PressureIncreased competition from hyperscalers integrating their own silicon may pressure Qualcomm's margins.
  • Technical WeaknessTechnical indicators show resistance, with the stock trading below its 200-day moving average and the RSI indicating overbought conditions.
  • Valuation ConcernsSome analyses suggest the stock might be overvalued, with a DCF analysis indicating a fair value around $122.54 compared to a recent closing price of $156.00.

Watch whether new negative commentary on QCOM points to these structural risks or is simply reacting to short-term price moves.

QCOM Earnings Reaction — What the Last Quarter Showed

Last Quarter

EPS
$2.21 vs $2.23 est.Miss 0.9%
Revenue
$9.9B vs $9.7B est.Beat 2.6%
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QCOM — Frequently Asked Questions

Quick answers to the most common questions about buying QCOM stock.

What is the analyst consensus on QCOM?
Verdict

QCOM appears fairly valued near today's $198.27 — the consensus rating is "Hold" with a $204 target (+3.1%). This is informational only — verify the data and consider your own risk tolerance before deciding.

What are recent analyst rating changes for QCOM?
Timing

Timing depends on your horizon, but the data signals are: consensus rating "Hold" with +3.1% upside to the $204 target. In the past 30 days, 1 of 1 covering analysts raised their price targets — a bullish signal.

What is the price target for QCOM stock?
Price Target

QCOM's consensus 12-month price target is $204, set by 69 Wall Street analysts. The bull case high is $400 and the bear case low is $120. From the current price of $198.27, this implies +3.1% upside.

Is QCOM overvalued or undervalued?
Valuation

QCOM appears fairly valued — the $204 consensus target is roughly in line with today's $198.27 (+3.1%). It trades at a forward P/E of 18.8x. Targets range from $120 (bear) to $400 (bull), reflecting different assumptions about growth and margins.

What were QCOM's latest earnings results?
Earnings

QCOM reports next quarter. Earnings-week moves are volatile — historically, analyst targets revise upward after a beat and downward after a miss. The current consensus is "Hold" with a $204 target. Consider position sizing rather than going all-in pre-print.

What is the bull case for QCOM?
Coverage

Of 69 analysts covering QUALCOMM Incorporated (QCOM): 1 Strong Buy, 29 Buy, 34 Hold, 5 Sell, 0 Strong Sell — a "Hold" consensus. The 12-month price target is $204 (range $120–$400). Bullish analysts outnumber bearish by more than 2-to-1.

What are the risks of investing in QCOM?
Risks

5 of the 69 analysts covering QCOM rate it Sell or Strong Sell. Common concerns include valuation stretch, slowing growth, and sector-specific headwinds — see the Bull vs. Risk cards above for the specific theses on QUALCOMM Incorporated.

Financial Data & Software Notice: VCP Scanner is an educational financial research database and stock screening software platform. VCP Scanner does not generate, recommend, or package trade decisions, buy/sell signals, or personalized investment advice. Consensus ratings and price targets reflect aggregated third-party Wall Street analyst research from public SEC filings. See our Terms of Service and Privacy Policy.